See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,035 | $54,762-83.5% | $90,281-90.0% | $72,985-87.6% |
| Participation rate | 22.2% | 65.1%-42.9pp | 73.3%-51.0pp | 69.5%-47.3pp |
| Annual return | 29.51% | 30.63%-1.1pp | 78.10%-48.6pp | 81.00%-51.5pp |
| Employer contribution / active EE | $325 | $2,092-84.5% | $2,854-88.6% | $2,440-86.7% |
| Participant deferral / active EE | $1,119 | $2,887-61.2% | $3,885-71.2% | $3,607-69.0% |
| Admin fee / account holder | $580 | $3,972-85.4% | $5,351-89.2% | $5,124-88.7% |